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Dynasty Wealth Management’s Steris STE Stock Holding History

Dynasty Wealth Management’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,072
Closed -$258K – 349
2025
Q2 		$258K Sell
1,072
-100
-9% -$23.3K ﹤0.01% 219
2025
Q1 		$266K Buy
1,172
+161
+16% +$35.4K ﹤0.01% 235
2024
Q4 		$208K Sell
1,011
-118
-10% -$25.9K ﹤0.01% 246
2024
Q3 		$274K Buy
1,129
+88
+8% +$20.6K 0.01% 206
2024
Q2 		$229K Buy
+1,041
New +$226K 0.01% 229

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Dynasty Wealth Management's STE Position: Q3 2025 in Review

Dynasty Wealth Management sold out of Steris (STE) in Q3 2025, closing a stake of 1,072 shares — an estimated $258K sold.

Dynasty Wealth Management first reported a position in STE in Q2 2024 and held it in 5 quarters. The position peaked at $274K in Q3 2024. 842 funds tracked by Wall St. Rank hold STE as of Q3 2025.

  • Dynasty Wealth Management reported no remaining Steris position as of Q3 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 1,072 Steris shares in Q3 2025, an estimated $258K.
  • Dynasty Wealth Management first reported a position in Steris in Q2 2024 and held it in 5 quarters.
  • Dynasty Wealth Management's Steris position peaked at $274K in Q3 2024.
  • 842 funds tracked by Wall St. Rank held Steris as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.